Stock comparison
HEICO
Thermon Group Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HEI
HEICO
Market cap
$40.79B
Sector
Industrials
THR
Thermon Group Holdings
Market cap
$2.2B
Sector
Industrials
Overall winner
HEICO HEI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HEI | THR | Winner |
|---|---|---|---|
| Warren Buffett | 62C | 55C | HEI |
| Benjamin Graham | 84A | 80A | HEI |
| Philip Fisher | 69B | 61C | HEI |
| Peter Lynch | 76B | 47D | HEI |
| Joel Greenblatt | 47D | 46D | HEI |
| Charlie Munger | 56C | 43D | HEI |
| Terry Smith | 57C | 44D | HEI |
Side-by-side metrics
| Metric | HEI | THR |
|---|---|---|
| Market cap | $40.79B | $2.2B |
| P/E (TTM) | 57.3x | 37.3x |
| EV/EBIT | 42.2x | 29.2x |
| ROIC (TTM) | 10.6% | 8.87% |
| Gross margin | 40.24% | 45.44% |
| Net margin | 15.38% | 11.26% |
| Revenue CAGR 5y | 24.52% | 15.89% |
| EPS CAGR 5y | 21.91% | 1.78% |
| Debt / Equity | 0.6x | 0.3x |
| Dividend yield | 0.08% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HEI leads on
- Dividend yield0.08%vs 0.0%+100%
- Market cap$40.79Bvs $2.2B+95%
- Revenue CAGR 5y24.52%vs 15.89%+35%
- Net margin15.38%vs 11.26%+27%
THR leads on
- EPS CAGR 5y1.78%vs 21.91%+88%
- Debt / Equity0.3xvs 0.6x+42%
- P/E (TTM)37.3xvs 57.3x+35%
- EV/EBIT29.2xvs 42.2x+31%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.